Get quick answers to common questions. Updated regularly based on email inquiries. Browse a category link below or search by keyword. New members should read through the "Getting Started" category.
Short Answer (Quick Overview)
Open an Interactive Brokers (IBKR) account with the required trading permissions: Stocks (US), Futures (US), and Options Level 3.
Install IBKR’s trading platform and API: Trader Workstation (TWS) and TWS API, with the recommended settings.
Detailed Answer
Open your IBKR account and apply for trading permissions
Request Stocks (US), Futures (US), and Options Level 3 trading permissions.
When IBKR asks for your personal income, net worth, and trading experience, fill them out according to the system prompts to ensure approval.
For a general guide to applying for trading permissions, click here.
Download and install the trading software
Install Trader Workstation (TWS) and TWS API from the IBKR official website.
Apply IB recommended settings so our tools can connect smoothly with IBKR for market data retrieval and position metrics calculation.
See our general guide to installing and setting up TWS API here.
We focus on delivering high-quality trading signals, risk management insights, and performance transparency. Interactive Brokers (IBKR) and other third-party platforms frequently update their products, features, and procedures, which makes it difficult for us to provide accurate and timely technical support.
For the most reliable assistance, we encourage members to contact the official customer service of the respective provider (e.g., IBKR) for guidance on account setup, software installation, and troubleshooting. While we do not offer direct technical support for third-party products, we may provide links or references to official resources whenever possible.
IBKR’s customer support may have placed the “Live Chat with a Representative” option deep within their help system. Please visit this link to learn how to access it.